Ben Pouladian(@benitoz):This chart is the whole open inference thesis Everyone is still arguing about who has the smartest model But usage is already moving to the models that are fast cheap and easy to customize Nemotron doing 35B tokens/day is not some random spike It is the market telling you the frontier is becoming the router and the volume is going open

Ben Pouladian

@benitoz

The world isn’t short of oil. It’s short of tokens. Hardware, software, models. System-level AI infrastructure analysis. $NVDA since 2016. DMs open ↓

Joined April 2009

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Ben Pouladian@benitoz

2026.07.02 13:55

This chart is the whole open inference thesis Everyone is still arguing about who has the smartest model But usage is already moving to the models that are fast cheap and easy to customize Nemotron doing 35B tokens/day is not some random spike It is the market telling you the frontier is becoming the router and the volume is going open